Institutional Ownership Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE). We have compiled data on the 1,698 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
6,277
shares
|
$1.15 Million
0.18% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
6,272
shares
|
$1.15 Million
1.21% of portfolio
|
Q1 2025
Added 130.42%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
6,272
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
6,261
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,249
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
6,228
shares
|
$1.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 35.06%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
6,221
shares
|
$1.14 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6,220
shares
|
$1.14 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,201
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
6,163
shares
|
$1.13 Million
0.05% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
6,163
shares
|
$1.13 Million
0.57% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
6,143
shares
|
$1.13 Million
0.14% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
6,120
shares
|
$1.12 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
6,117
shares
|
$1.12 Million
0.11% of portfolio
|
Q1 2025
Reduced 32.33%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
6,102
shares
|
$1.12 Million
0.25% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
6,087
shares
|
$1.12 Million
0.22% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,087
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
May 02, 2025 Q1 2025 |
6,061
shares
|
$1.11 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,038
shares
|
$1.11 Million
0.3% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
6,021
shares
|
$1.1 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
6,016
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,014
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Added 66.09%
|
|
|
Integrated Investment Consultants, LLC
|
May 07, 2025 Q1 2025 |
6,010
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
5,982
shares
|
$1.1 Million
0.52% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,963
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2022
Reduced 2.28%
|